Univex NeatDesk manual Setting Up a Cash Account in Quicken, Exporting a QIF File from NeatWorks

that .QIF file into NeatWorks using the File -> Import menu, and you'll be able to display a list of your Quicken accounts inside the NeatWorks software.

After you have imported those Quicken accounts, you may use the export option inside NeatWorks, and choose a destination account for your transactions inside Quicken. This will create a modified version of our standard .QIF output, which will allow you to bring transactions into checking, credit card or savings accounts.

When you import this .QIF into Quicken, select the "All Accounts" option during the import process - the .QIF file will tell Quicken where to put the transactions without any work on your part.

Note: Quicken only permits OFX/QFX files for importing transactions from financial institutions.

After setting up a cash account in Quicken, you would then export the QIF file from NeatWorks.

For more information, see the following topics:

•Setting Up a Cash Account in Quicken

•Exporting a QIF File from NeatWorks

•Tips for Working with QIF Files

Setting Up a Cash Account in Quicken

You need to set up a cash account in Quicken if you want to use the QIF export feature in Quicken 2005 or later. To set up a cash account:

1.To set up a cash account in Quicken for importing, choose New > New Quicken Account.

2.Choose This account is not held in a financial institution.

3.Select Cash as the account type. Be sure that you DO NOT choose checking, savings, or credit card.

4.Type a name for the account.

Exporting a QIF File from NeatWorks

Before exporting the QIF, read this quick tip.

1.Select the receipt(s) or folder(s) you want to export.

2.From the Toolbar, choose the Export > QIF (Quicken).

3.Do one of the following:

•To export all of the receipts in the selected folder, click the Selected Folder (All Receipts) radio button.

•To export only the receipts that are currently selected, click the

Selected Receipts radio button.

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